New Vernon Investment Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), New Vernon Investment Management LLC reported 39 stock positions worth $94.2 million. Its top holding was SS Financial Select Sector (XLF) at 11.4% of the portfolio, followed by Travelers Cos (TRV, 8.1%) and Chubb (CB, 6.4%). Compared with Q4 2025, it opened 6 new positions, sold out of 4, added to 3 and reduced 7. The biggest buy was a new position in SS Financial Select Sector (XLF) and the biggest sale an exit from American International (AIG).
- Most Recent 13F
- Q2 2026
- Location
- Highland Park, IL
- CIK
- 0001500605
- Portfolio Value
- $94.2M (Q1 2026)
- SEC Filing
- 0001500605-26-000008 ↗ filed May 15, 2026
Holdings Value
Holdings 39 stocks · $94.2M
| XLF SS Financial Select Sector | 11.42% | 217,879 | $10.8M | New |
| TRV The Travelers Cos Inc. | 8.11% | 26,189 | $7.6M | Reduce -28.6% |
| CB Chubb Ltd. | 6.38% | 18,432 | $6.0M | New |
| ACGL Arch Capital Group Ltd. | 5.88% | 57,695 | $5.5M | Add +56.3% |
| ORI Old Republic Intl Corp. | 5.52% | 130,154 | $5.2M | Add +0.1% |
| EG Everest Group Ltd. | 4.56% | 13,136 | $4.3M | Add +100.0% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 4.51% | 64,046 | $4.2M | New |
| AVGO Broadcom Inc. | 3.62% | 11,000 | $3.4M | No change |
| HIG Hartford Insurance Group Inc. | 3.22% | 22,387 | $3.0M | Reduce -49.9% |
| LNC Lincoln National Corp. | 3.17% | 84,154 | $3.0M | Reduce -45.4% |
| MRSH Marsh & McLennan Cos | 3.17% | 17,221 | $3.0M | Reduce -50.0% |
| RDN Radian Group Inc. | 3.16% | 90,031 | $3.0M | Reduce -50.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 3.11% | 13,508 | $2.9M | New |
| WTW Willis Towers Watson PLC | 2.94% | 9,533 | $2.8M | Reduce -50.0% |
| HG Hamilton Insurance Grou Class B | 2.34% | 73,891 | $2.2M | No change |
| GOOG Alphabet Inc. Class C | 2.19% | 7,200 | $2.1M | No change |
| MAR Marriott International Class A | 1.77% | 5,095 | $1.7M | No change |
| ORLY O'reilly Automotive Inc. | 1.76% | 18,000 | $1.7M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.62% | 9,575 | $1.5M | No change |
| BX Blackstone Inc. | 1.61% | 13,201 | $1.5M | No change |
| MSFT Microsoft Corp. | 1.59% | 4,042 | $1.5M | No change |
| CRBG Corebridge Financial Inc. | 1.57% | 61,772 | $1.5M | New |
| UNM Unum Group | 1.54% | 19,796 | $1.4M | New |
| EQH Equitable Holdings Inc. | 1.53% | 38,710 | $1.4M | Reduce -61.4% |
| IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L | 1.52% | 59,267 | $1.4M | No change |
| MS Morgan Stanley | 1.49% | 8,550 | $1.4M | No change |
| JPM JPMorgan Chase & Co. | 1.33% | 4,253 | $1.3M | No change |
| UBER Uber Technologies Inc. | 1.30% | 17,000 | $1.2M | No change |
| AMZN Amazon.com Inc. | 1.06% | 4,809 | $1.0M | No change |
| HD Home Depot Inc. | 0.87% | 2,500 | $822K | No change |
| NVDA Nvidia Corp. | 0.83% | 4,484 | $782K | No change |
| UNP Union Pacific Corp. | 0.77% | 2,985 | $724K | No change |
| SYK Stryker Corp. | 0.75% | 2,160 | $710K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.75% | 49,324 | $709K | No change |
| DDI Doubledown Interactive -ADR | 0.68% | 76,250 | $644K | No change |
| MDT Medtronic PLC | 0.67% | 7,313 | $634K | No change |
| EPD Enterprise Products Partners | 0.65% | 16,271 | $616K | No change |
| ABT Abbott Laboratories | 0.65% | 5,918 | $608K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.36% | 9,100 | $334K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| AIG American International Group | Sold out | 0.00% | −5.46 |
| LNC Lincoln National Corp. | Reduce -45.4% | 3.17% | −3.51 |
| AFG American Financial Group Inc. | Sold out | 0.00% | −3.49 |
| WTW Willis Towers Watson PLC | Reduce -50.0% | 2.94% | −3.16 |
| RDN Radian Group Inc. | Reduce -50.0% | 3.16% | −3.15 |
| EQH Equitable Holdings Inc. | Reduce -61.4% | 1.53% | −3.13 |
| MRSH Marsh & McLennan Cos | Reduce -50.0% | 3.17% | −3.05 |
| HIG Hartford Insurance Group Inc. | Reduce -49.9% | 3.22% | −2.78 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −2.33 |
| TRV The Travelers Cos Inc. | Reduce -28.6% | 8.11% | −2.24 |
| SLDE Slide Insurance Holdings Inc. | Sold out | 0.00% | −1.07 |
Portfolio Buys Q4 2025 → Q1 2026
| XLF SS Financial Select Sector | New | 11.42% | +11.42 |
| CB Chubb Ltd. | New | 6.38% | +6.38 |
| WRB WR Berkley Corp. | New | 4.51% | +4.51 |
| AJG Arthur J Gallagher & Co. | New | 3.11% | +3.11 |
| ACGL Arch Capital Group Ltd. | Add +56.3% | 5.88% | +2.43 |
| EG Everest Group Ltd. | Add +100.0% | 4.56% | +2.39 |
| CRBG Corebridge Financial Inc. | New | 1.57% | +1.57 |
| UNM Unum Group | New | 1.54% | +1.54 |
| ORI Old Republic Intl Corp. | Add +0.1% | 5.52% | −0.26 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $81.7M | TRV, CB, AON, WRB, AJG |
| Q1 2026 | 39 | $94.2M | XLF, TRV, CB, ACGL, ORI |
| Q4 2025 | 37 | $102.7M | TRV, LNC, RDN, MRSH, WTW |
| Q3 2025 | 40 | $107.2M | WRB, PGR, RDN, LNC, HIG |
| Q2 2025 | 35 | $86.0M | PGR, WRB, HIG, EQH, TRV |
| Q1 2025 | 36 | $74.8M | AJG, HIG, PGR, EQH, MRSH |
| Q4 2024 | 37 | $75.7M | EPD, PLGO, HG, PLMR, LNC |
| Q3 2024 | 39 | $92.9M | PGR, ACGL, HIG, AJG, AIG |
| Q2 2024 | 39 | $77.0M | ACGL, PGR, CRBG, HIG, PRU |
| Q1 2024 | 37 | $117.7M | ACGL, PGR, HIG, PRU, CRBG |